Postilize

?? What’s the biggest challenge your firm faces in business development? ? Lawyers not engaging with the CRM ? Struggling to personalize client outreach at scale ? Retaining clients when partners retire or move ? Other? (Comment below!) AI is tackling these problems in real-time. Learn how in our webinar on April 8 with Amy Shepherd & Jody Glidden. ?? Register now: https://lnkd.in/ghsCKvSZ #LegalTech #AIinBD #FutureofLaw

?? Senior partners are the golden ticket for law firms—but only if firms plan ahead. According to a recent JD Supra article, roughly one-third of law firm partners are over 55. That means a wave of retirements is coming, and firms that fail to plan will lose millions in client revenue. The best firms aren’t just investing in junior attorneys' business development; they’re helping their most experienced rainmakers go from good to great - and using AI to make it scalable. Join me and Amy Shepherd on April 8 for a deep dive into how AI can: ? Automate and personalize client outreach in a lawyer’s unique voice ? Help associates build books of business before making partner ? Ensure seamless client transitions when senior partners retire ? Empower CMOs and BD teams to enhance marketing without a CRM overhaul Your firm’s next big opportunity isn’t just winning new clients—it’s retaining the ones you already have. AI is changing the game, and we’ll show you how. ?? Save your spot now: https://lnkd.in/ghsCKvSZ

?? Meet Our Speakers! ?? Amy Shepherd Award-winning CMBDO with 20+ years in legal business development, Amy specializes in helping law firms leverage AI for BD success. ?? Jody Glidden Founder & CEO of Postilize, Jody has revolutionized AI-driven BD for professional services firms, empowering lawyers to grow relationships with ease. They’ll share insights on how AI is transforming legal business development in our April 8 webinar! ?? Save your seat today: https://lnkd.in/ghsCKvSZ #LegalMarketing #AIforLawyers #LegalBusinessDevelopment

?? AI is transforming legal business development. Are you ready? Traditional CRM systems often fail lawyers. AI-powered solutions like Postilize are changing the game—automating client outreach, helping associates build their books of business, and ensuring seamless partner succession. Join Amy Shepherd and Jody Glidden for a groundbreaking webinar: ?? April 8, 2025 ?? 11:00 AM ET ?? Register here: https://lnkd.in/ghsCKvSZ Key takeaways include: ? Automating and personalizing client outreach in a lawyer’s unique voice ? AI-driven strategies for associates to develop business before making partner ? Ensuring client retention when partners retire or make lateral moves ?? Don’t miss this chance to future-proof your firm’s BD strategy! #LegalTech #AIinLaw #BusinessDevelopment ?? Sign up today: https://lnkd.in/ghsCKvSZ

?? What do clients really think about their legal and accounting firms? ?? Harvey Morrison, CEO at Marion Square Partners, didn’t hold back in this conversation. Too often, professional services firms focus on delivering expertise—but what about the client experience? Harvey has worked with law and accounting firms for years, and in this 7-minute podcast episode, he shares: ? What great firms do to build trust and engagement ? The common mistakes that frustrate clients ?? Simple ways to improve client relationships If you work in law, accounting, or professional services, this is a must-watch. ?? ?? Watch the full 7-minute conversation here → https://lnkd.in/gmUY3P3u ?? Which insight from Harvey resonates with you the most? Drop a comment below! #ProfessionalServices #ClientExperience #Leadership #Podcast #LegalIndustry #AccountingFirms

Your curiosity, problem-solving, and focus on leveraging AI have made a real impact. Looking forward to another year of great conversations and innovation! #Postilize #AI #Innovation

Day 2 at TLTF Summit: Success Unlocked! What a day! ?? Completed our pitch at the Startup Showcase ? Hosted a packed Learning Lab with curious and engaged attendees ? Squeezed in 20+ meetings? ???????? The energy and enthusiasm around legaltech innovation have been incredible. We’re looking forward to an amazing final day and connecting with even more of you. Let’s finish strong! ?? #TLTFSummit #LegalTech #Innovation

?? Incredible Energy on Day 1 of the TLTF Summit! ?? What an amazing start to the conference! The energy and innovation on display were truly inspiring. A special shoutout to Mayor Francis X. Suarez for kicking off the evening at the stunning Rusty Pelican with a showcase of leadership and passion for the growing Miami legaltech ecosystem. ?? We’re thrilled to be part of this dynamic community and excited to connect with fellow innovators and leaders throughout the event. ?? Join Us Tomorrow, Thursday! Startup Showcase: 10:30 AM Learning Lab: 4:00 – 6:00 PM Stop by to see how we’re shaping the future of legaltech. Let’s innovate together! ?? #TLTFSummit #LegalTech #Innovation #MiamiEcosystem #Startups

Exciting news! Postilize will be attending and showcasing at TLTF Summit from December 4-6! ?? Catch us on the Startup Showcase stage! We have been selected as one of 24 industry pioneers to deliver a pitch and can’t wait to share our vision for the future of legal technology! Looking forward to an inspiring and collaborative event! #TLTFSummit